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The Summit

Boomers & Gift Planning: Easy Rider or Apocalypse Now

Jeff Comfort, Cynthia Krause, Scott Lumpkin

THURSDAY, OCTOBER 18, 3:30 – 5:00 p.m.

What’s it like to work with Baby Boomers on planned gifts? How do you talk to them? What do they care about? What issues affect their ability and willingness to make planned gifts? Is the long-awaited intergenerational wealth transfer setting them up to make transformational gifts? What will it take to motivate them to do so? In this session, three Baby Boomers who have spent their careers in gift planning will share personal experiences working with other Baby Boomers on planned gifts, provide practical insights into how to close transformational gifts from Boomers, and answer your questions about how to be more effective working with this critical generation.

Jeff Comfort

Jeff Comfort has 33 years of gift planning experience. He currently is vice president of principal gifts and gift planning at the Oregon State University Foundation, where he provides strategic leadership to the gift planning program and oversees the staff that assists donors in making deferred, assets-based or complex gifts to the university. He spent 18 years at Georgetown University, where he oversaw university-wide gift planning efforts resulting in approximately $500 million of gift commitments and receipts in his tenure. Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the gift planning program for the National Jewish Medical and Research Center. As a volunteer leader of CGP (when it was the National Committee on Planned Giving), Jeff served as president, chaired the 10th National Conference on Planned Giving and was a member of the NCPG board of directors for five years. Additionally, he was a member of the ethics committee and chaired the task force on gift valuation.

Cynthia Krause

Vice President – Gift Planning, Baylor Health Care System Foundation

Cynthia Krause is currently Vice President of Gift Planning for Baylor Health Care System Foundation, overseeing all traditional gift planning efforts, including outright gifts of complex assets. A former estate-planning attorney, she also served as Associate Trust Counsel for Baptist Foundation of Texas and principal consultant for Wilson & Krause. She held a faculty appointment at The College of William & Mary National Planned Giving Institute, served on the NCPG board of directors, chairing its 11th National Conference on Planned Giving, and was a member of the editorial advisory board of Planned Giving Today.

Scott Lumpkin

Principal, Scott R. Lumpkin & Associates LLC

Scott Lumpkin consults with nonprofit organizations and individuals on transformational philanthropic strategies, with a focus on planned, major and principal gifts. Prior to launching his consulting firm in 2015, Scott had a 32-year advancement career at the University of Denver working primarily with high-net-worth donors to maximize their philanthropic impact. Scott led DU’s gift planning program for more than 25 years before serving five years as Vice Chancellor of University Advancement. During his career at DU, Scott provided leadership to a number of fundraising campaigns and facilitated many of the University’s largest and most complex gifts.